Diversify Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Diversify Advisory Services’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.73M	Buy	35,912 +7,981	+29%	+$395K	0.03%	482
2026 Q2	$1.39M	Buy	+27,931	New	+$1.41M	0.02%	523
2026 Q1	–	Sell	-28,454	Closed	-$1.45M	–	570
2025 Q4	$1.45M	Sell	28,454 -8,472	-23%	-$429K	0.05%	287
2025 Q3	$1.87M	Sell	36,926 -8,229	-18%	-$409K	0.06%	216
2025 Q2	$2.23M	Buy	+45,155	New	+$2.23M	0.09%	172

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Diversify Advisory Services's JMUB Position: Q3 2026 in Review

Diversify Advisory Services increased its JPMorgan Municipal ETF (JMUB) stake by 29% in Q3 2026, buying an estimated $395K and bringing the position to 35,912 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #482.

Diversify Advisory Services first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.23M in Q2 2025. 133 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Diversify Advisory Services held 35,912 shares of JPMorgan Municipal ETF worth $1.73M as of Q3 2026.
Diversify Advisory Services bought 7,981 JPMorgan Municipal ETF shares in Q3 2026, an estimated $395K.
JPMorgan Municipal ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #482 holding.
Diversify Advisory Services first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's JPMorgan Municipal ETF position peaked at $2.23M in Q2 2025.
133 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.